Overview
Assets Under Management: $176 million
High-Net-Worth Clients: 47
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.75
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 69
Discretionary Accounts: 69
Regulatory Filings
CRD Number: 285848
Last Filing Date: 2025-01-15 00:00:00
Website: https://safiradvisors.com